AI Vulnerability Scoring
Pre-acquisition diligence on displacement risk, automation upside, and AI resilience. Think ESG scoring, but for AI exposure on every target in your pipeline.
AI value creation for PE diligence, portco ops, and exit prep.
Both sides of the deal. Pre-close, we flag which targets are AI-vulnerable vs. AI-resilient. Post-close, we compress headcount, tighten margins, and get portcos ready for a strong exit. We ship.
Pre-close
AI scoring that flags displacement risk on every target
Post-close
sector-specific rollout across buy-and-build portcos
EBITDA
wins tracked in margin, headcount ratios, exit prep
Built for
Mid-market PE firms where AI is top of mind but hard to run across the portfolio.
Operating partners who want a dedicated AI implementation lead on call.
Portcos in roll-ups (HVAC, dental, auto repair, field services) where ops AI is still mostly talk.
Deliverables
What We Actually Deliver
This is what sits inside the engagement. Real work, not a deck that collects dust.
Portco AI Implementation
Post-close work across dispatch, scheduling, customer comms, back-office, field ops. Built to move gross margin and headcount ratios.
Sector Playbooks
Repeatable AI patterns for the roll-up verticals PE keeps buying into. HVAC, dental, auto repair. Places where ops AI is still wide open.
Value Creation Tracking
EBITDA-linked reporting on what shipped, what it replaced, and how it affects exit readiness. Operating partners can show the fund what AI actually did.
Process
How This Engagement Works
Tight scope, clear ownership, and a path from idea to operational result.
Score
On the buy side, we assess AI vulnerability and upside across targets. You see which deals carry displacement risk and which have automation upside sitting there.
Deploy
After close, we go into the portco, map the highest-EBITDA workflows, and ship AI into production. Stuff that survives past the 100-day plan.
Compound
We roll what works across the portfolio, tighten unit economics, and build the AI story that supports multiple expansion at exit.
Outcomes
What Changes After We Ship
The operational outcomes this service is designed to create.
Acquisition calls get sharper because AI risk and upside are scored before you commit capital.
Portcos with measurable margin gains and better headcount-to-revenue ratios.
Exit-ready companies with a clear AI value story ready for the data room.
Explore
Related Services
If this is not the right entry point, here's where the other three fit.
AI Consulting
We map your workflows, rank AI wins by ROI, and leave with a 90-day plan your team can ship.
AI Employees
Deploy AI employees for inbox, admin, support, socials, etc. Automate away the repetitive work
AI Implementation
We wire AI into how your business operates, driving adoption and measurable ROI.
Ready for AI Value Creation for PE?
If you want AI to drive real operational leverage, we'll help you scope it, build it, and make it stick.